Meet the Wealth Services team
Claire Exley
Head of Advice and Guidance
Claire is Head of Advice and Guidance at Nutmeg, joining in 2022 from Aviva. Claire has over 16 years’ experience in leading and managing financial advice propositions in the UK investment and wealth management sectors. She holds a Diploma in Regulated Financial Planning from the Chartered Insurance Institute, a Diploma in Management from The Open University and a BA (Hons.) in English Literature from the University of Liverpool.
Chris Liebetrau
Senior Wealth Manager and Financial Planner
Chris is a Senior Wealth Manager and Financial Planner, having joined Nutmeg in 2020. He is a Certified Financial Planner and Chartered Fellow of the Chartered Institute of Securities and Investment (FCSI), with 15 years’ experience in the financial services industry. Chris is passionate about people and personal finance, having observed a financial planner guiding his parents through difficult times. This experience inspired Chris' career path, and showed him firsthand how unexpected circumstances can profoundly impact financial confidence.
Sebastian Steyne
Wealth Manager
Sebastian joined Nutmeg having previously worked for Investec and Williams de Broë. He is a Chartered Fellow of the Chartered Institute of Securities and Investment (FCSI) and has been a Wealth Manager since 2013.
Sebastian graduated from The University of Essex in 2009, achieving Dean's Honours during a full-year placement at The University of California Santa Barbara (UCSB) in 2008.
Sebastian has over 15 years' investment management experience, having entered the City in 2009 just after the Global Financial Crisis. Upon entering the investment industry, he gained experience in the resources, mining and specialist situations sectors before moving to managing high net worth multi-asset discretionary portfolios.
Daniel Reed
Wealth Manager
With over 20 years’ experience in the financial services industry, specifically focused on wealth management, Dan has dealt with customers from a variety of backgrounds. He started his career as a stockbroker, moving into advisory derivatives for several years, where he maintained lasting relationships with his client base. Dan has worked for large investment companies in the high-net-worth client space, discussing a breadth of investment products throughout his career. Recently, working in digital wealth management he has drawn on his experience to ensure customers receive tailored guidance.
Paul Hillis
Wealth Practice Manager
As Wealth Practice Manager, Paul is dedicated to upholding and advancing our standards across the Nutmeg Wealth Services team to best serve our investors. He has over 20 years' experience in the financial services industry, helping clients achieve their financial goals and managing teams to guide investors effectively.
Paul joined Nutmeg in 2021 after a decade working with individual clients, trusts, and corporations at The Charles Schwab Corporation. He holds a BA in Economics with French from the University of Exeter and is a CFA Charterholder.
James Egan
Wealth Manager
James is a seasoned financial services professional with a career spanning over a decade. He began his career in 2007 as a mortgage broker, after graduating with a BSc in Economics from the University of the West of England, Bristol.
James holds a Diploma in Regulated Financial Planning from the Chartered Insurance Institute. He transitioned into financial planning with St. James's Place, honing his expertise in retirement planning and investment management.
James's core strength is his ability to strategically structure clients' assets and income, helping clients to maximise retirement funds. Optimising financial outcomes for his clients is at the heart of his professional ethos.
Matt Smith
Wealth Manager and Financial Planner
Matt is a Wealth Manager and Financial Planner at Nutmeg. He initially joined Nutmeg in 2019. Over the years, Matt has worked in our Client Support team and later as a Paraplanner. In 2023, he transitioned to the role of Financial Planner, where he helps clients achieve their financial objectives, and develops financial plans for those seeking advice.
Matt holds a Diploma in Regulated Financial Planning from the Chartered Insurance Institute and a BSc (Hons.) in Criminology and Social Policy from Loughborough University. He is currently one exam away from completing his Level 6 Advanced Diploma in Financial Planning.
Shanaka Cristofoli
Wealth Manager
Shanaka is a seasoned Chartered Financial Adviser and Fellow of the Personal Finance Society (PFS), with a robust career spanning 15 years in the financial services industry.
Throughout his career, Shanaka has helped individuals and businesses articulate their financial objectives and craft comprehensive financial plans to achieve these goals. His expertise and dedication have consistently delivered value and clarity to clients navigating complex financial landscapes.
Dayna Morgan
Senior Wealth Manager
Dayna is a Senior Wealth Manager at Nutmeg, personally guiding clients towards portfolio optimisation across multiple products to help achieve financial goals for themselves and their families. She has been part of Nutmeg since 2023, joining from Hargreaves Lansdown where she worked with individuals and businesses, specialising in their pension needs.
Dayna holds a Diploma in Regulated Financial Planning which she completed after attaining a BSc (Hons.) in Economics and Accounting from the University of Bristol.
Kira Hewitt
Senior Wealth Manager
Kira is a Senior Wealth Manager at Nutmeg, helping high net worth clients achieve their investment goals. As a CFA charterholder, she brings a global perspective to wealth management, having relocated to London from Vancouver, Canada.
Kira studied at the University of Victoria, where she earned a degree in Economics. During her studies, she gained hands-on experience through internships focused on ESG integration in public markets and mutual fund sales. She furthered her career by completing an intensive development programme centred on relationship management and financial planning, providing discretionary investment advice and portfolio management services to high net worth private clients, institutions, and charities.
Niraj Madlani
Senior Wealth Manager
Niraj is an accomplished Senior Wealth Manager with over 12 years of experience in the financial services industry serving a diverse array of clients, from high net worth individuals to large corporate entities. Holding a Diploma in Financial Planning (DipPFS), he is fully qualified to deliver regulated financial planning services and excels in crafting bespoke financial strategies that align with each client's unique objectives.
Charlotte Wheeler
Wealth Manager
Charlotte is a Wealth Manager at Nutmeg. With over eight years in the industry, she has a wide variety of experience assisting clients in achieving their financial long-term goals. She is passionate about helping clients improve their relationship with money, teaching them good financial habits and ultimately making investing accessible to everyone.
Charlotte holds a Diploma in Regulated Financial Planning from the Chartered Insurance Institute and a BsC in Business Management from the University of York. She is currently one exam away from achieving the status of Chartered Financial Planner.